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Dynamics 365 Field Service offers solutions to field service activities starting from scheduling and dispatch to inventory and customer service management. However, one of the most trying steps an organization normally encounters in its implementation is the selection of the right price plan among the various available suites. This blog will walk you through how to choose the best for your business.

Some Points to Consider

Before reviewing pricing plans, it’s important to keep in mind a few requirements specific to your business:

  • Depending on the number of field technicians, office personnel, and customers, the requirements of the plan could change.
  • The nature of services provided, the equipment involved, the need for SLAs, etc., would determine what businesses require.
  • Determine the extent of your mobile operations vis-à-vis scheduling, route optimization, and mobile work order management.
  • You decide how deep you want to get into your inventory, such as through tracking, replenishment, and asset management.
  • Establish requirements regarding how and to what degree you need to engage customers in work—from call triaging down to scheduling, communicating, and troubleshooting.
  • Think of existing systems such as CRM, ERP, or IoT devices where this should be integrated.

Pricing of Dynamics 365 Field Service

The different Microsoft Dynamics 365 Field Service pricing models according to various business needs are:

Dynamics 365 Field ServiceCore: Work order management, scheduling, mobile app, inventory management at its core.

 

Dynamics 365 Field Service Contractor Refresh: This is a plan for a future refresh that will focus on field technicians and work order management by an outside contractor with basic features. 

 

Resource Scheduling Optimization (RSO) is an add-on to optimize scheduling based on multi-constraint handling, including technician skills, travel time, and customer preferences.

Key Consideration Points Cost-benefit analysis:

Before reviewing pricing plans, it’s important to keep in mind a few requirements specific to your business:

  • Identify the ROI that is expected to be realized from the opportunity, coupled with the cost of the plan, with regard to the probable benefits to be realized in terms of efficiency enhancement, customer satisfaction improvement, and cost reduction.
  • You are going to want a plan that will grow with your business. You should be easily able to add or remove users without hassle.
  • Look out for the level of customization required to fit into your exact business process. Some plans are more flexible than others.
  • Availability of support and training resources to help you during your implementation process and enable you to use the software in a more proactive way that supports you well.

Tips for Picking the Right Plan

  •  Most of them give you a free trial to help you check out the software and see if it works for your business.
  •  You certainly require a Dynamics 365 consulting agency to assess your requirements and suggest the right plan.
  • Pay close attention to pricing structure per user, add-on features, and likely hidden fees.
  • Make sure you can grow your business without any disruption. Opt for a plan that will meet your future needs.

Conclusion

Consider your business needs and the different pricing options within Dynamics 365 Field Service, with the ability to take up a plan that goes toward field service operations in support of growing your business.

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